Financial Consulate’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Financial Consulate’s Portfolio SPGM Stock Details SPGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.23M	Sell	25,972 -41,131	-61%	-$3.43M	0.25%	34
2026 Q1	$5.08M	Buy	67,103 +22,307	+50%	+$1.75M	0.63%	22
2025 Q4	$3.44M	Buy	44,796 +4,470	+11%	+$340K	0.47%	23
2025 Q3	$3.02M	Sell	40,326 -850	-2%	-$60.9K	0.43%	23
2025 Q2	$2.84M	Buy	41,176 +1,759	+4%	+$113K	0.56%	18
2025 Q1	$2.46M	Buy	39,417 +692	+2%	+$44.6K	0.62%	16
2024 Q4	$2.45M	Buy	38,725 +1,926	+5%	+$125K	0.65%	17
2024 Q3	$2.38M	Sell	36,799 -1,529	-4%	-$94.8K	0.63%	16
2024 Q2	$2.33M	Sell	38,328 -328	-0.8%	-$19.5K	0.68%	15
2024 Q1	$2.31M	Buy	38,656 +2,149	+6%	+$122K	0.68%	15
2023 Q4	$2.02M	Sell	36,507 -1,934	-5%	-$100K	0.66%	16
2023 Q3	$1.94M	Sell	38,441 -1,191	-3%	-$62.4K	0.86%	15
2023 Q2	$2.07M	Sell	39,632 -590	-1%	-$29.9K	0.88%	15
2023 Q1	$2.01M	Buy	40,222 +1,849	+5%	+$90.5K	0.7%	20
2022 Q4	$1.79M	Sell	38,373 -263	-0.7%	-$12.2K	0.62%	29
2022 Q3	$1.65M	Buy	38,636 +1,237	+3%	+$58.6K	0.7%	21
2022 Q2	$1.72M	Buy	37,399 +2,040	+6%	+$102K	0.81%	21
2022 Q1	$1.94M	Buy	35,359 +2,043	+6%	+$112K	0.74%	24
2021 Q4	$1.93M	Buy	33,316 +2,349	+8%	+$135K	0.67%	27
2021 Q3	$1.7M	Buy	30,967 +6,203	+25%	+$348K	0.61%	28
2021 Q2	$1.38M	Buy	24,764 +2,090	+9%	+$114K	0.5%	32
2021 Q1	$1.19M	Buy	22,674 +5,825	+35%	+$299K	0.48%	33
2020 Q4	$821K	Buy	16,849 +3,620	+27%	+$167K	0.35%	37
2020 Q3	$573K	Buy	13,229 +5,303	+67%	+$226K	0.27%	50
2020 Q2	$316K	Sell	7,926 -5,496	-41%	-$206K	0.16%	71
2020 Q1	$451K	Buy	13,422 +3,650	+37%	+$146K	0.27%	54
2019 Q4	$420K	Sell	9,772 -11,724	-55%	-$486K	0.19%	63
2019 Q3	$858K	Buy	+21,496	New	+$854K	0.37%	42
2019 Q1	–	Sell	-314,716	Closed	-$11M	–	116
2018 Q4	$11M	Buy	+314,716	New	+$11.8M	6.57%	2

Other funds holding SPGM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

GFG

Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return

Schaeffer Financial Rockville, Maryland $129M AUM 15.82% 1-Year Est. Return

Financial Consulate's SPGM Position: Q2 2026 in Review

Financial Consulate reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 61% in Q2 2026, selling an estimated $3.43M and leaving 25,972 shares worth $2.23M. The position accounts for 0.25% of the portfolio, ranked #34.

Financial Consulate first reported a position in SPGM in Q4 2018 and has held it in 29 quarters since. The position peaked at $11M in Q4 2018. 180 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

Financial Consulate held 25,972 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $2.23M as of Q2 2026.
Financial Consulate sold 41,131 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $3.43M.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.25% of Financial Consulate's portfolio in Q2 2026, its #34 holding.
Financial Consulate first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2018 and has held it in 29 quarters since.
Financial Consulate's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $11M in Q4 2018.
180 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.